See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,001 | $91,190-85.7% | $178,490-92.7% | $79,858-83.7% |
| Participation rate | 67.4% | 69.2%-1.8pp | 81.9%-14.5pp | 69.6%-2.2pp |
| Annual return | 13.82% | 24.19%-10.4pp | 151.07%-137.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,043 | $3,256-68.0% | $5,011-79.2% | $2,471-57.8% |
| Participant deferral / active EE | $1,529 | $3,236-52.8% | $5,202-70.6% | $3,740-59.1% |
| Admin fee / account holder | $1,919 | $6,751-71.6% | $13,984-86.3% | $5,306-63.8% |